Forza Wealth Management’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $989K | Hold |
3,905
| – | – | 0.41% | 60 |
|
|
2025
Q1 | $806K | Hold |
3,905
| – | – | 0.36% | 70 |
|
|
2024
Q4 | $908K | Buy |
3,905
+45
| +1% | +$10.5K | 0.41% | 65 |
|
|
2024
Q3 | $871K | Sell |
3,860
-1
| -0% | -$226 | 0.4% | 68 |
|
|
2024
Q2 | $873K | Hold |
3,861
| – | – | 0.45% | 60 |
|
|
2024
Q1 | $804K | Hold |
3,861
| – | – | 0.42% | 64 |
|
|
2023
Q4 | $743K | Sell |
3,861
-5,600
| -59% | -$1.08M | 0.41% | 68 |
|
|
2023
Q3 | $1.55M | Buy |
9,461
+450
| +5% | +$73.8K | 0.8% | 35 |
|
|
2023
Q2 | $1.57M | Sell |
9,011
-510
| -5% | -$88.7K | 0.79% | 33 |
|
|
2023
Q1 | $1.44M | Buy |
9,521
+6,165
| +184% | +$931K | 0.74% | 37 |
|
|
2022
Q4 | $418K | Buy |
+3,356
| New | +$418K | 0.28% | 100 |
|